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Produktbild: Portfolio Management in Practice, Volume 1

Portfolio Management in Practice, Volume 1 Investment Management

Aus der Reihe CFA Institute Investment Series

122,99 €

inkl. gesetzl. MwSt., Versandkostenfrei

Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

04.01.2021

Verlag

John Wiley & Sons Inc

Seitenzahl

1328

Maße (L/B/H)

25,7/19,3/6,6 cm

Gewicht

2500 g

Auflage

1. Auflage

Sprache

Englisch

ISBN

978-1-119-74369-9

Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

04.01.2021

Verlag

John Wiley & Sons Inc

Seitenzahl

1328

Maße (L/B/H)

25,7/19,3/6,6 cm

Gewicht

2500 g

Auflage

1. Auflage

Sprache

Englisch

ISBN

978-1-119-74369-9

Herstelleradresse

Libri GmbH
Europaallee 1
36244 Bad Hersfeld
DE

Email: gpsr@libri.de

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  • Produktbild: Portfolio Management in Practice, Volume 1
  • Preface xxi
     
    Acknowledgments xxiii
     
    About the CFA Institute Investment Series xxv
     
    Chapter 1 Professionalism in the Investment Industry 1
     
    Learning Outcomes 1
     
    1. Introduction 1
     
    2. Professions 2
     
    2.1. How Professions Establish Trust 2
     
    2.2. Professions Are Evolving 4
     
    3. Professionalism in Investment Management 5
     
    3.1. Trust in the Investment Industry 6
     
    3.2. CFA Institute as an Investment Professional Body 6
     
    4. Expectations of Investment Professionals 7
     
    5. Framework for Ethical Decision-Making 9
     
    5.1. Description of the Framework 9
     
    6. Challenges for Investment Professionals 11
     
    7. Summary 12
     
    References 13
     
    Practice Problems 13
     
    Chapter 2 Fintech in Investment Management 15
     
    Learning Outcomes 15
     
    1. Introduction 15
     
    2. What is Fintech? 16
     
    3. Big Data 17
     
    3.1. Sources of Big Data 18
     
    3.2. Big Data Challenges 20
     
    4. Advanced Analytical Tools: Artificial Intelligence and Machine Learning 20
     
    4.1. Types of Machine Learning 22
     
    5. Data Science: Extracting Information from Big Data 23
     
    5.1. Data Processing Methods 23
     
    5.2. Data Visualization 24
     
    6. Selected Applications of Fintech to Investment Management 25
     
    6.1. Text Analytics and Natural Language Processing 26
     
    6.2. Robo-Advisory Services 27
     
    6.3. Risk Analysis 29
     
    6.4. Algorithmic Trading 30
     
    7. Distributed Ledger Technology 30
     
    7.1. Permissioned and Permissionless Networks 32
     
    7.2. Applications of Distributed Ledger Technology to Investment Management 32
     
    Summary 34
     
    Practice Problems 35
     
    Chapter 3 Capital Market Expectations, Part 1: Framework and Macro Considerations 37
     
    Learning Outcomes 37
     
    1. Introduction 38
     
    2. Framework and Challenges 38
     
    2.1. A Framework for Developing Capital Market Expectations 39
     
    2.2. Challenges in Forecasting 42
     
    3. Economic and Market Analysis 50
     
    3.1. The Role of Economic Analysis 51
     
    3.2. Analysis of Economic Growth 51
     
    3.3. Approaches to Economic Forecasting 57
     
    3.4. Business Cycle Analysis 61
     
    3.5. Analysis of Monetary and Fiscal Policy 68
     
    3.6. International Interactions 77
     
    4. Summary 81
     
    References 85
     
    Practice Problems 85
     
    Chapter 4 Capital Market Expectations, Part 2: Forecasting Asset Class Returns 93
     
    Learning Outcomes 93
     
    1. Introduction 94
     
    2. Overview of Tools and Approaches 94
     
    2.1. The Nature of the Problem 94
     
    2.2. Approaches to Forecasting 95
     
    3. Forecasting Fixed-Income Returns 96
     
    3.1. Applying DCF to Fixed Income 96
     
    3.2. The Building Block Approach to Fixed-Income Returns 98
     
    3.3. Risks in Emerging Market Bonds 104
     
    4. Forecasting Equity Returns 107
     
    4.1. Historical Statistics Approach to Equity Returns 107
     
    4.2. DCF Approach to Equity Returns 107
     
    4.3. Risk Premium Approaches to Equity Returns 111
     
    4.4. Risks in Emerging Market Equities 115
     
    5. Forecasting Real Estate Returns 117
     
    5.1. Historical Real Estate Returns 117
     
    5.2. Real Estate Cycles 117
     
    5.3. Capitalization Rates 118
     
    5.4. The Risk Premium Perspective on Real Estate Expected Return 120
     
    5.5. Real Estate in Equilibrium 120
     
    5.6. Public vs. Private Real Estate 121
     
    5.7. Long-Term Housing Returns 122
     
    6. Forecasting Ex